About us
Third Financial Software is a specialist technology company focused on developing and delivering Software solutions to the Wealth and investment management industries. A management team with over 50 years of experience in building and growing successful technology companies is now focused on delivering the next generation products for the Front and Middle offices. Well funded and with a clear vision Third Financial Software is a market leading software company.
Third Financial has developed the tercero platform to meet the challenges the market now faces. Using state of the art Microsoft technologies and proven specialist components the tercero platform delivers exceptional Investor and Client Relationship Management (tercero CRM), state of the art Investment Management Software (tercero IMS),superior quality Client Reporting (tercero Reporting), Document Management and workflow (tercero DMS) and on line access to investment information (tercero Investor Portal). All the tercero products can be delivered as stand alone components integrated within clients existing technical landscapes or a s part of an integrated solution.
